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Our Process

Client Centered

Each client’s vision of financial independence is different, so no two plans are exactly alike. We start with a discussion to identify your vision and articulate values around wealth. Since getting ones financial house in order can be daunting and time consuming, we prioritize action items and assist in accomplishing them. We will collaborate with your accountant, legal team, and any related professionals to achieve a cohesive strategy.

As a physician would recommend periodic checkups, we apply the same approach to wealth. Reviews are scheduled in various intervals depending on the complexity of the planning and we are always available for questions, financial or just about life in general.  Having a partner focused on your financial wellbeing allows you to concentrate more effectively and efficiently on work and family.